New here! Anytime I enter a new group I try my best to give first and share anything I know. So, I figured I'd introduce myself by giving out the thing I would have wanted when we started. I'm Cale. I run an RIA, and for the last couple of years a lot of our growth has come from cold email rather than just referrals. It took 11 months and about $10K before it worked, and most of that was spent learning things the hard way that somebody could have just told me. So I wrote all of it down — the campaigns we actually run, 500 templates written for advisors, the research process we go through before entering a new niche, the follow-up, and the things we got wrong. It's totally free, and hopefully it helps some of you bring on new clients and help more people. If you're trying to grow without waiting on referrals, or want something to run alongside your other marketing, this guide should save you about 11 months, haha: https://docs.google.com/document/d/1Pg0Ns-67kuODP_IKAV9hIvWsYGEZN7xbWF4T4FlR-jo/edit?usp=sharing If you're already running your own marketing and you've found things that work, I'd love to trade notes and learn what's working for you!

Hello everyone. I recently worked on a submission for an advisor to speak at Future Proof. I was wondering if anyone here has been through the process and if you ever hear back from the team if either they want to have you speak or if they "appreciate your time" but not going to proceed.

Hello all. I am doing some research for a client who is looking into Jump or Zocks. I have been down a few rabbit holes and wondering any thoughts and opinions here on either of these platforms. I also heard a lot about Quin.

with @Steve Abbett of Nexruto.com In this final podcast of Season 1, we dive deep into mailboxes and seminars and closing rates... but not because Steve *loves* direct mail, but because... it just works. Here's the math: - 10,000 mailers - 50 registrants - 25 attendees - 2-8 million new AUM $20k-$80k in ARR from a $10k investment - would you take that deal?

with @Sam Flaten of Levr Planning Post 1: The LinkedIn post that sparked it all. Post 2: Follow-up